Wealth Plan Investment Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,387 shares of SUSL stock, worth $758,711. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,387
Previous 6,480 1.44%
Holding current value
$758,711
Previous $702,000 6.41%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$108.03 - $117.04 $10,046 - $10,884
-93 Reduced 1.44%
6,387 $747,000
Q2 2025

Jul 28, 2025
BUY
$86.12 - $108.35 $558,057 - $702,108
6,480 New
6,480 $702,000
Q2 2023

Aug 14, 2023
SELL
$70.03 - $77.42 $65,758 - $72,697
-939 Reduced 32.3%
1,968 $152,000
Q2 2023

Jul 25, 2023
BUY
$70.03 - $77.42 $65,758 - $72,697
939 Added 47.71%
2,907 $225,000
Q1 2023

May 08, 2023
BUY
$65.64 - $72.48 $129,179 - $142,640
1,968 New
1,968 $140,000

Others Institutions Holding SUSL

# of Institutions
193
Shares Held
6.46M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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